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Supply Chain Comparison
Tesla vs. CATL
The EV battery competition between America's leading automaker and China's battery giant.
Tesla
- 4680 cell development for cost reduction
- Gigafactory network for vertical integration
- Partnership with CATL for Model 3 in China
CATL
- World's largest EV battery manufacturer
- LFP and sodium-ion technology leadership
- Supplies Tesla, BMW, VW, and more
37%
CATL global market share
$56/kWh
Target battery cost by 2030
1,000+
GWh global capacity planned